Finance Adviser Manager at AFH Financial Group
Remote, Scotland, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

21 Nov, 25

Salary

0.0

Posted On

23 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities
  • Managing and motivating a team of Independent Financial Advisers, based across the UK, in line with the AFH behaviours and values whilst acting in line with the AFH Vision statement
  • Ensuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer Duty
  • Motivating the team to ensure team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer outcomes
  • Ensuring advisers are trained and fully competent to deliver holistic advice in line with the AFH T&C Scheme. Supporting and developing advisers to achieve and maintain Competent Adviser Status
  • Reviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomes
  • Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records
  • Maintaining your own personal competence to deliver the training and competency scheme
  • Regularly review business development plans, Adviser performance (including completion of annual client reviews)
  • Proactively work to retain advisers, identifying areas of risk.
Loading...